What is your dream for the company?
I would love to see Keystone Financial Services become an automatic “go-to” name in all of Northern Colorado when it comes to every household’s financial needs. When individuals think of safety, loyalty, number-one financial guidance, and excellent client service that “goes above and beyond”, the name that comes to mind will be Keystone.
What are three words people use to describe you?
Honorable, Steadfast, and Authentic
When you’re not working, what do you care about most?
Family is my number one priority. Spending time with family and friends, watching my granddaughters grow up and making memories are what I love most. I also enjoy photography, the outdoors, camping, and traveling.
What’s your financial journey?
Marcy Sadler is the Operations Manager at Keystone Financial Services. Marcy has been a financial professional for over 20 years starting her journey straight out of high school working in the commercial banking industry. Working her way up from a teller position to loan counselor and personal banker, Marcy made the leap from commercial banking into the investment industry as a Registered Client Associate. She has worked with high-net-worth financial advisor teams, being employed with such large firms as Merrill Lynch, Morgan Stanley, and Raymond James. Marcy has worked as the primary contact for company-sponsored retirement plan trustees and participants, as well as a client service and marketing specialist for her supporting groups. Marcy’s top priority is ensuring that Operations and Client Services operate as a well-ordered structure. Marcy resides in Georgia with her husband, Charles, her son, daughter, and granddaughters. Marcy has an associate degree from St. Petersburg College and is currently working toward her bachelor’s degree in management and organizational leadership.